Investment Themes
To get out of the information tsunami to which we are subjected on a daily basis, brands must make relevant and differentiating value propositions. Few brands manage to achieve the feat of being permanently ingrained in our collective mind. The secret of a strong brand lies above all in the clarity of the message sent to the consumer who will associate unique values with the brand. It is by claiming a sufficiently visible asperity (a color code, a signature, a unique benefit, etc.) that a brand can emerge and hold our attention in the hubbub of the market. An iconic brand combines strong awareness with clear, precise and differentiating content. Awareness is the amount of presence in the mind of a brand and measures a recognition rate. Content, on the other hand, refers to the brand's message and territory. In other words, a brand must have something to say and to propose (the famous brand promise) and it must make it known by talking about it. The brands selected here combine a unique and high value proposition while telling a story that makes sense to its customers. A strong brand is an intangible asset that constitutes a moat (or sustainable competitive advantage). Companies with a sustainable competitive advantage are often much more profitable over time because they capitalize on their advantages at lower cost, making their business more efficient. The stocks of these companies tend to outperform their respective markets. This is why the MarketScreener team has created this thematic list of companies with strong brands. We used several parameters to measure brand strength such as international brand awareness, consumer confidence in the brand promise, consumer commitment to carrying, relaying and representing its content, brand awareness and image, and brand market value. This list only includes the top 100 companies with strong brands that meet qualitative investment criteria related to their fundamentals.
Our selection
| Technology | Other Semiconductors | 253B | +59.87% | ||
| Technology | Other Phones & Handheld Devices | 886B | +57.38% | ||
| Technology | Other Semiconductors | 1,689B | +37.74% | ||
| Technology | Other Semiconductors | 4,507B | +0.08% | ||
| Technology | Other Electronic Equipment & Parts | 107B | +28.65% | ||
| Technology | Other Semiconductor Equipment & Testing | 547B | +39.31% | ||
| Technology | Search Engines | 3,496B | -9.02% | ||
| Industrials | Transaction & Payment Services | 797B | +20.51% | ||
| Healthcare | Other Pharmaceuticals | 1,206B | +25.99% | ||
| Technology | Other Software | 3,940B | +9.72% | ||
| Technology | Other Communications & Networking | 369B | +21.84% | ||
| Technology | Other Internet Services | 112B | +39.99% | ||
| Technology | Application Software | 93.14B | -31.63% | ||
| Technology | Other Semiconductors | 736B | +109.68% | ||
| Technology | Other Internet Services | 260B | -32.37% | ||
| Technology | Social Media & Networking | 1,560B | -7.57% | ||
| Technology | Cloud Computing Services | 176B | -19.35% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,804B | +12.34% | ||
| Technology | Other Computer Hardware | 59.43B | +86.39% | ||
| Technology | Internet Security & Transactions Services | 569B | +14.33% | ||
| Technology | Enterprise Software | 362B | -40.43% | ||
| Consumer Cyclical | Automobiles & Multi Utility Vehicles | 79.98B | +17.30% | ||
| Consumer Non-Cyclical | Energy Drinks | 89.5B | +19.26% | ||
| Technology | Phones & Smart Phones | 4,975B | +25.94% | ||
| Industrials | Construction Machinery | 255B | -2.49% | ||
| Industrials | Other Aerospace & Defense | 334B | +4.94% | ||
| Technology | Enterprise Software | 271B | +1.15% | ||
| Consumer Cyclical | Jewelry | 122B | -1.39% | ||
| Consumer Cyclical | Other Apparel & Accessories | 13.76B | -17.39% | ||
| Consumer Cyclical | Other Footwear | 6.94B | +77.57% | ||
| Consumer Cyclical | Other Apparel & Accessories | 22.26B | +6.49% | ||
| Technology | Other Internet Services | 140B | -16.06% | ||
| Energy | Other Oil & Gas Refining and Marketing | 677B | +37.83% | ||
| Industrials | Heavy Trucks | 64.47B | +5.71% | ||
| Consumer Non-Cyclical | Distilleries | 272B | +5.51% | ||
| Consumer Cyclical | Handbags & Luggage | 159B | -35.79% | ||
| Technology | Other Internet Services | 482B | -29.65% | ||
| Technology | Other IT Services & Consulting | 50.9B | -29.01% | ||
| Technology | Other Software | 38.3B | +8.85% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 205B | +4.79% | ||
| Technology | E-commerce & Auction Services | 53.54B | +40.02% | ||
| Energy | Integrated Oil & Gas | 415B | +39.50% | ||
| Industrials | Transaction & Payment Services | 49.21B | +1.47% | ||
| Industrials | Other Electrical Components & Equipment | 150B | -2.66% | ||
| Technology | Other Internet Services | 124B | +3.84% | ||
| Energy | Integrated Oil & Gas | 196B | +43.43% | ||
| Technology | Other IT Services & Consulting | 154B | -2.91% | ||
| Energy | Integrated Oil & Gas | 283B | +35.86% | ||
| Technology | Other Household Electronics | 153B | +6.06% | ||
| Basic Materials | Other Specialty Chemicals | 24.83B | +1.02% | ||
| Consumer Cyclical | Quick Service Restaurants | 43.23B | +6.52% | ||
| Healthcare | Other Pharmaceuticals | 249B | +40.67% | ||
| Healthcare | Other Pharmaceuticals | 177B | -17.16% | ||
| Technology | Other IT Services & Consulting | 96.17B | -23.00% | ||
| Industrials | Other Professional Information Services | 48.84B | -13.65% | ||
| Technology | Other Semiconductors | 177B | -3.30% | ||
| Consumer Non-Cyclical | Other Food Processing | 35.79B | -2.14% | ||
| Consumer Non-Cyclical | Other Brewers | 166B | +37.89% | ||
| Consumer Non-Cyclical | Cosmetics & Perfumes | 267B | +22.70% | ||
| Consumer Cyclical | Quick Service Restaurants | 43.55B | -6.95% | ||
| Technology | E-commerce & Auction Services | 272B | -25.33% | ||
| Consumer Cyclical | Tire & Tube Manufacturers | 8.23B | +16.12% | ||
| Consumer Cyclical | Other Apparel & Accessories | 5.08B | -19.55% | ||
| Healthcare | Other Pharmaceuticals | 127B | +15.20% | ||
| Consumer Cyclical | Quick Service Restaurants | 27.06B | +13.86% | ||
| Healthcare | Medical Prosthetics | 20.87B | +39.06% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 59.54B | -18.74% | ||
| Healthcare | Other Pharmaceuticals | 289B | +1.02% | ||
| Consumer Non-Cyclical | Other Personal Products | 142B | +1.45% | ||
| Technology | Other Integrated Telecommunications Services | 229B | -0.61% | ||
| Technology | Other IT Services & Consulting | 232B | -17.29% | ||
| Industrials | Agricultural Machinery | 181B | +44.26% | ||
| Consumer Cyclical | Luxury Clothing | 13.15B | -10.80% | ||
| Consumer Non-Cyclical | Sanitary Products | 66.54B | +7.47% | ||
| - | - | 35.21B | - | ||
| Industrials | Other Electrical Components & Equipment | 226B | +10.24% | ||
| Consumer Cyclical | Other Apparel & Accessories | 12.27B | -46.69% | ||
| Technology | Other Integrated Telecommunications Services | 139B | -6.33% | ||
| Basic Materials | Other Specialty Chemicals | 19.42B | +21.49% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 26.29B | +26.44% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 412B | +36.85% | ||
| Healthcare | Other Pharmaceuticals | 307B | +21.42% | ||
| Consumer Non-Cyclical | Other Tobacco | 308B | +23.37% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 95.67B | +15.65% | ||
| Consumer Non-Cyclical | Other Personal Products | 383B | +15.41% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 82.43B | +28.96% | ||
| Consumer Non-Cyclical | Other Personal Products | 76.76B | +22.20% | ||
| Consumer Cyclical | Other Apparel & Accessories | 225B | -36.63% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 107B | +34.24% | ||
| Consumer Non-Cyclical | Carbonated Soft Drinks | 193B | -1.52% | ||
| Basic Materials | Other Specialty Chemicals | 36.26B | +13.93% | ||
| Consumer Non-Cyclical | Other Household Products | 12.11B | -0.86% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 49.85B | +30.77% | ||
| Consumer Cyclical | Other Restaurants & Bars | 120B | +25.18% | ||
| Energy | Other Oil & Gas Refining and Marketing | 190B | -16.51% | ||
| Consumer Non-Cyclical | Other Food Processing | 48.14B | -12.58% | ||
| Consumer Non-Cyclical | Other Personal Products | 39.88B | +5.10% | ||
| Consumer Cyclical | Quick Service Restaurants | 195B | -9.52% | ||
| Consumer Non-Cyclical | Other Distillers & Wineries | 55.96B | +17.40% | ||
| Healthcare | Other Pharmaceuticals | 101B | +3.59% | ||
News of the components
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